Brent Holt, financial advisor Corpus Christi TX
93 score

Brent Holt

CRD Number: 5454897
Current Firm: Herndon Plant Oakley Ltd

Brent Holt (CRD# 5454897) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Oxbow Advisors, LLC Corpus Christi, TX Jan 2012 - Current 4
Herndon Plant Oakley, Ltd Corpus Christi, TX Dec 2011 - Current 5
Herndon Plant Oakley Ltd Corpus Christi, TX Nov 2007 - Current 9
Healthpoint Ltd Forth Worth, TX Jul 2006 - Nov 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Brent S. Holt
Phone Number: 361-888-7611
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $513,269
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, HI, IL, KS, LA, MA, MD, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OK, RI, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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